Sale with Multiple Operating Unit
This module allows a user in an operating unit to request internal quote to another operating unit.
auto_awesome What this module does
AI-generated from the code · Odoo 12.0Lets a salesperson request an internal quote from another operating unit directly on a sales order, and automatically creates a CRM opportunity for that unit when the request is sent.
On a sales order you get a new "Internal Quote Requests" tab where you can ask another operating unit to quote the same deal. Each request is an "Internal Quote" record with its own operating unit, expected date, notes and a list of products with quantities, unit prices and subtotals.
Business rules built into the code: - You cannot create an internal quote for the same operating unit as the sales order; Odoo blocks it with an error. - Only one internal quote per operating unit and sales order is allowed. - When you pick a product on an internal quote line, the description, unit of measure and unit price are filled in automatically, and the subtotal is recalculated from quantity times unit price. - Pressing "Send" on a request moves it to the Sent state and creates a CRM opportunity for the target operating unit, using the sales team linked to that unit. If the unit has no sales team, Odoo shows an error. - The opportunity description is built from a template configured per company under Settings > Companies, on the "Operating Units" tab. - Changing the expected date updates the deadline of the linked opportunity, and changing the opportunity deadline updates the expected date of the request.
Sales users can read all operating units, and the new internal quote models are available to the Sales / Salesman group.
Models and fields (5)
- crm.lead · extends an existing model
- sale.order · extends an existing modelquote_ids (Internal Quotes)
- res.company · extends an existing modellead_description_template (Lead Description Template)
- sale.order.quote · new modelname (Name), notes (Notes), state (State), lead_id (Lead), sale_id (Sale), line_ids (Products), assigned_to, expected_date (Expected Date), operating_unit_id (Operating Unit)
- sale.order.quote.line · new modelqty (Quantity), name (Description), uom_id (Unit of Measure), quote_id (Internal Quote), subtotal (Subtotal), price_unit (Unit Price), product_id (Product)
Text generated by AI (DeepSeek) from reading the Odoo 12.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub
Availability by version
Reviewed: 2026-11-03Confirmation status: 1 confirmed, 8 with no information of 9 versions.
Sources · Odoo 12.0
Confirmed on 2026-11-03 in branch 12.0 of OCA/operating-unit.
terminal Installation and usage
OCA documentation · Odoo 12.0Usage
Source · Odoo 12.0- Go to Sales
- Create a quotation for one of your OU customer
- Enter lines using products from your OU catalog
- Go to the "Internal Quotes" tab and enter the list of products and quantity that you need to quote from the other OU
- Send the internal quote
As a user in the other OUs
- Go to CRM
- A new lead has been created for the internal customer
- The description contains the delivery address and the list of products and quantity to quote
- Create a sale order from the lead, add your products, quantity and price
- Send the quote to the internal customer
No verified information in OCA: Installation, Configuration.
Installation instructions, the distribution package, dependencies and configuration steps are not shown because they have not yet been verified in the module documentation for any version.
Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.